The table below lists report templates available in Morningstar® Advisor Workstation. To view a sample of any report template, click on the icon in the first column. Click on the icons in the adjacent columns to view the sample report template(s) submitted to the FINRA for review and corresponding response letter(s).

FINRA-reviewed report templates are considered as such only when accompanied by the necessary printed FINRA disclosures and a prospectus or equivalent, if appropriate. All report templates that are not to be used as supplemental sales literature are clearly labeled “FINRA members: this report is for client reporting and/or internal use only.”

Morningstar, Inc. is not a FINRA-member firm.